Richard A Bean Jr., CFP

Overview

Richard A Bean Jr. is an insurance agent and an investment adviser representative based in Manchester, NH, with 35 years in the industry.

Years in the industry

35

States licensed

3

States registered

2

Carrier appointments

13

Contact

2 business emails and 2 phone numbers on file

Registrations and licenses

• Licensed in 3 states
• Registered in 2 states

• Producer
• Series 63
• Series 65

5 lines of authority, with every state and its dates

Firms

• Fiscal Wisdom Wealth Management LLCCurrent firm

Employment history since 2000

Carriers

13 active carrier appointments

Book and practice

Firm assets under management on file